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GREAT OAK CAPITAL PARTNERS, LLC

105r Depot Street
Suite 5
South Easton, Massachusetts 02375
Tel: (508) 230-7100

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About GREAT OAK CAPITAL PARTNERS, LLC

GREAT OAK CAPITAL PARTNERS, LLC, formally registered with the SEC as GREAT OAK CAPITAL PARTNERS, LLC. The firm was established in 05/24/2019. They have over 2 offices throughout the country.

GREAT OAK CAPITAL PARTNERS, LLC is a South Easton, Massachusetts based Financial Planning firm with nearly $390,331,995 assets under management, offering retirement planning & investment advisory services to 1760 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#281045
SEC#801-116681
Assets Managed by Firm$390,331,995
No. of Clients1760
No. of Advisors6

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services

Firm Client Information

No. of ClientsAUM
Firm Total1760$390,331,995
Individuals (other than high net worth individuals)447$142,931,113
High net worth individuals115$237,555,587
Pension and profit sharing plansFewer than 5 clients$9,845,295

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